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《大行》中銀國際升蔚來(NIO.US)目標價至9.5美元 技術成本削減與BaaS策略助力新產品成功
阿思達克 08-28 11:28
中銀國際發表研究報告指,市場對蔚來09866.HK)最近推出的兩款新車型反應超出預期,相信是來自公司在產品定位和核心部件內部開發方面,系統能力增強所帶來的競爭產品優勢;以及消費者更廣泛接受其「電池交換」及銷售模式。 該行將蔚來今明兩年的銷售預測上調至31萬和40萬輛,以反映市場對兩款新車型的認可及對未來新車型週期的信心提升。該行認爲公司目前的估值仍低於其他競爭對手。展望未來,該行預計公司的財務表現明顯好轉和持續增長勢頭,將推動該股評級持續重估,重申「買入」評級,蔚來(NIO.US)美股目標價由6美元上調至9.5美元。
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